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FORM Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

FORM Wealth Advisors’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$453K Sell
4,693
-62,031
-93% -$5.94M 0.05% 37
2026
Q1 		$6.27M Buy
66,724
+5,755
+9% +$553K 0.73% 17
2025
Q4 		$5.87M Buy
+60,969
New +$5.86M 0.69% 16
2025
Q2 		$5.84M Buy
+63,073
New +$5.68M 0.71% 16

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

FORM Wealth Advisors's EMB Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 93% in Q2 2026, selling an estimated $5.94M and leaving 4,693 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #37.

FORM Wealth Advisors first reported a position in EMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.27M in Q1 2026. 195 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • FORM Wealth Advisors held 4,693 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $453K as of Q2 2026.
  • FORM Wealth Advisors sold 62,031 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $5.94M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of FORM Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • FORM Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • FORM Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.27M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.